SCHW Logo

The Charles Schwab Corporation (SCHW) 

NYSE
Market Cap
$130.2B
Sector
Financial Services
Industry
Financial—Capital Markets
Rank in Sector
230 of 541
Rank in Industry
8 of 35

Largest Insider Buys in Sector

SCHW Stock Price History Chart

SCHW Stock Performance

About The Charles Schwab Corporation

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Insider Activity of The Charles Schwab Corporation

Over the last 12 months, insiders at The Charles Schwab Corporation have bought $50,440 and sold $91.93M worth of The Charles Schwab Corporation stock.

On average, over the past 5 years, insiders at The Charles Schwab Corporation have bought $5.6M and sold $82.37M worth of stock each year.

Highest buying activity among insiders over the last 12 months: Ruffel Charles A. (director) — $50,440.

The last purchase of 833 shares for transaction amount of $50,440 was made by Ruffel Charles A. (director) on 2023‑08‑17.

List of Insider Buy and Sell Transactions, The Charles Schwab Corporation

2024-06-20SaleSchwab-Pomerantz Carolyndirector
9,000
0.0005%
$72.49$652,373+1.65%
2024-06-12SaleClark Bernard J.MD Head of Advisor Services
8,164
0.0005%
$75.00$612,300-0.36%
2024-05-28SaleClark Bernard J.MD Head of Advisor Services
77,431
0.0044%
$70.94$5.49M+3.59%
2024-05-20SaleSchwab-Pomerantz Carolyndirector
9,000
0.0005%
$78.41$705,727-6.78%
2024-05-15SaleSchwab Charles R.Co-Chairman
58,065
0.0032%
$78.08$4.53M-6.72%
2024-05-14SaleSchwab Charles R.Co-Chairman
65,360
0.0037%
$76.89$5.03M-4.74%
2024-05-09SaleSchwab-Pomerantz Carolyndirector
26,315
0.0015%
$76.13$2M-2.49%
2024-05-06SaleSchwab Charles R.Co-Chairman
65,790
0.0037%
$76.40$5.03M-3.83%
2024-05-06SaleSchwab-Pomerantz Carolyndirector
13,113
0.0007%
$76.38$1M-3.83%
2024-05-03SaleSchwab Charles R.Co-Chairman
66,225
0.0037%
$75.51$5M-2.80%
2024-04-29SaleSchwab Charles R.Co-Chairman
59,906
0.0034%
$74.78$4.48M-0.60%
2024-04-26SaleSchwab Charles R.Co-Chairman
59,905
0.0034%
$74.96$4.49M-1.08%
2024-04-24SaleCrawford Peter B.CFO
5,481
0.0003%
$75.51$413,855-1.16%
2024-04-22SaleSchwab Charles R.Co-Chairman
89,275
0.0051%
$74.62$6.66M+0.27%
2024-04-19SaleSchwab-Pomerantz Carolyndirector
9,000
0.0005%
$73.16$658,468+1.32%
2024-04-19SaleEllis Stephen Adirector
14,750
0.0008%
$73.20$1.08M+1.32%
2024-04-18SaleSchwab-Pomerantz Carolyndirector
7,482
0.0004%
$73.47$549,667+1.91%
2024-04-18SaleCrawford Peter B.CFO
5,482
0.0003%
$73.46$402,708+1.91%
2024-04-16SaleMurtagh Nigel JChief Risk Officer
10,000
0.0006%
$72.40$723,975+1.62%
2024-04-16SaleCrawford Peter B.CFO
6,114
0.0003%
$71.02$434,215+1.62%

Insider Historical Profitability

5.12%
Schwab Charles R.Co-Chairman
60683471
3.4603%
$73.260178
Schwab-Pomerantz Carolyndirector
570657
0.0972%
$73.26012
HERRINGER FRANK Cdirector
167206
0.0094%
$73.2605
MARTINETTO JOSEPH RSenior EVP and CFO
41414
0.0082%
$73.26012
Clark Bernard J.MD, Head of Adivsor Services
121666
0.0068%
$73.26116+2.61%
SNEED PAULA Adirector
112398
0.0063%
$73.2613<0.0001%
Ellis Stephen Adirector
108574
0.0056%
$73.2641+8.16%
Murtagh Nigel JMD, Chief Risk Officer
71446
0.0032%
$73.26010
ADAMS JOHN K JRdirector
45125
0.0024%
$73.2631+8.26%
Crawford Peter B.CFO
60567
0.0021%
$73.26111+2.12%
Goldfarb Mark Adirector
19917
0.0015%
$73.2631+2.64%
SARIN ARUNdirector
18617
0.001%
$73.2601
Craig Jonathan M.Please see remarks
0
0.0006%
$73.2608
Ruffel Charles A.director
3386
0.0002%
$73.2611
Morgan Peter J. IIIGeneral Counsel
0
0%
$73.2605
POTTRUCK DAVID SPresident and CEO
4303459
0.2428%
$73.2607
COGHLAN JOHN PHILIPVice Chairman
838708
0.0473%
$73.2601
Bettinger Walter WCo-Chairman and CEO
656501
0.037%
$73.26518+4.14%
FRANK ANTHONY Mdirector
573033
0.0323%
$73.2601
Lyons Jeffrey MExecutive Vice President
369501
0.0208%
$73.2604
PENNEY GEOFFREY JEVP and CIO
355499
0.0201%
$73.2602
DODDS CHRISTOPHER VEVP and CFO
288765
0.0163%
$73.2606
MCLEOD MARY SExecutive Vice President
268882
0.0152%
$73.2602
Ricketts Todd Mdirector
230892
0.013%
$73.2610+2.12%
Sasson GideonEVP and CIO
216757
0.0122%
$73.26015
WALTHER ROGER Odirector
209348
0.0118%
$73.2632+13.44%
GORMAN LONVice Chairman
174334
0.0098%
$73.2602
MCLIN STEPHEN Tdirector
131375
0.0074%
$73.2607
McCool James DEVP - Client Solutions
110838
0.0063%
$73.2619+11.66%
Wurster Richard APresident
101391
0.0057%
$73.2620+2.37%
SHULTZ GEORGE P
97250
0.0055%
$73.2601
Brigeman Benjamin LEVP - Investor Services
88399
0.005%
$73.2603
Hier-King JanEVP - Human Resources
78263
0.0044%
$73.2603
Saeger RebeccaEVP & Chief Marketing Officer
73826
0.0042%
$73.2602
Clendening John SEVP - Investor Services
69865
0.0039%
$73.26010
Gill George A.EVP - Investor Services
57615
0.0033%
$73.2604
YOFFIE DAVID Bdirector
21432
0.0012%
$73.2602
MCWHINNEY DEBORAH DEVP - Schwab Institutional
17120
0.001%
$73.2606
FISHER DONALD Gdirector
11769
0.0007%
$73.2602
Haraf William Sdirector
13209
0.0007%
$73.2630+1.88%
Brown Marianne Catherinedirector
9984
0.0006%
$73.2610+8.31%
MARTIN-FLICKINGER GERRIdirector
8455
0.0005%
$73.2610+2.61%
Allen Jay LEVP and Chief Admin Officer
5654
0.0003%
$73.26027
BECHTLE NANCY Hdirector
6163
0.0003%
$73.2608
ALDINGER WILLIAM F IIIdirector
5500
0.0003%
$73.2620+9.07%
Chandoha Marie APresident - CSIM
3018
0.0002%
$73.2604
Goldman Charles GEVP/COO, Schwab Institutional
2537
0.0001%
$73.2603
Dwyer Carrie EEVP and General Counsel
0
0%
$73.26038
Kallsen Terri REVP - Investor Services
0
0%
$73.2605

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Toronto-Dominion Bank$16.36B12.37226.09M+<0.01%+$1.24M25.37
The Vanguard Group$8.75B6.62120.96M+0.87%+$75.44M0.17
BlackRock$7.2B5.4599.54M+4.58%+$315.13M0.16
Dodge & Cox$6.24B4.7286.3M-0.14%-$9.03M3.63
T. Rowe Price$5.23B3.9672.31M+4.25%+$213.14M0.64
State Street$4.45B3.3761.54M+0.29%+$12.94M0.19
JPMorgan Chase$2.95B2.2340.83M-6.52%-$206.01M0.27
Massachusetts Financial Services Co Ma$2.22B1.6830.75M-0.78%-$17.48M0.66
Geode Capital Management$2.09B1.5929.04M+3.19%+$64.65M0.19
Morgan Stanley$1.68B1.2723.29M-6.57%-$118.38M0.13
Harris Associates$1.65B1.2522.77M+19.39%+$267.5M2.75
Franklin Templeton Investments$1.41B1.0719.51M+105.97%+$726.18M0.43
Bank of America$1.39B1.0519.26M+31.05%+$330.07M0.14
Fisher Asset Management Llc$1.39B1.0519.16M+2.88%+$38.79M0.65
AllianceBernstein$1.23B0.9316.95M-9.7%-$131.69M0.43
Flossbach von Storch$1.03B0.7814.3M-17.23%-$215.25M4.51
Northern Trust$1.03B0.7814.29M-5.58%-$61.06M0.18
Invesco$1B0.7613.84M-3.46%-$35.92M0.21
Nuveen$948.06M0.7213.11M-5.29%-$52.91M0.28
Artisan Partners$939.91M0.7112.99M+42.13%+$278.61M1.38
BNY Mellon$803.07M0.6111.1M-4.48%-$37.69M0.15
Wellington Management Company$787.5M0.610.89M-6.71%-$56.6M0.13
Legal & General$765.25M0.5810.58M-1.27%-$9.82M0.18
Goldman Sachs$682.95M0.529.44M+4.22%+$27.63M0.13
Ameriprise Financial$673.65M0.519.31M+12.23%+$73.42M0.19
Generation Investment Management Llp$613.94M0.468.49M+6.37%+$36.76M2.8
Allen Investment Management LLC$612.06M0.468.46M-0.33%-$2M7.68
Janus Henderson$612.07M0.468.46M-1.29%-$8.03M0.33
Ruane, Cunniff & Goldfarb$588.32M0.458.13M-3.98%-$24.42M9.13
Charles Schwab$554.58M0.427.67M+2.02%+$10.98M0.13
Bamco$537.65M0.417.43M-8.55%-$50.3M1.44
Royal Bank of Canada$537.56M0.417.43M+6.86%+$34.52M0.13
LAZARD ASSET MANAGEMENT LLC$528.45M0.47.31M+8.89%+$43.16M0.7
Ubs Asset Management Americas Inc$513.92M0.397.1M-10.64%-$61.18M0.18
Deutsche Bank$484.23M0.376.69M-11.22%-$61.19M0.22
Yacktman Asset Management Lp$454.37M0.346.28M-0.56%-$2.56M4.12
Barclays$437.14M0.336.04M+45.82%+$137.36M0.2
Baird Financial Group Inc$418.01M0.325.78M+4.31%+$17.26M0.89
Ensign Peak Advisors Inc$413.96M0.315.72M-2.1%-$8.9M0.73
VanEck$410.29M0.315.67M+5.27%+$20.54M0.63
Envestnet Asset Management Inc$394.12M0.35.45M+13.53%+$46.97M0.16
London Co Of Virginia$393.33M0.35.44M-2.81%-$11.38M2.08
Boston Partners$390.86M0.35.4M+21.21%+$68.39M0.46
THÉLÈME PARTNERS LLP$366.8M0.285.07M-9.95%-$40.51M20.15
Schroder Investment Management Group$357.4M0.274.94M-9.12%-$35.85M0.42
Millennium Management LLC$350.07M0.274.84M+469.67%+$288.62M0.25
Fiduciary Management, Inc. (FMI)$347.8M0.264.81M-6.76%-$25.2M3.1
Amundi$348.26M0.264.78M-15.9%-$65.84M0.15
UBS$336.17M0.254.65M+146.13%+$199.59M0.1
Dimensional Fund Advisors$332.34M0.254.59M+0.89%+$2.93M0.09